LTM Client Marketing develops, designs and executes a suite of highly customized and personalized communication solutions that help our customers create and support outstanding client experiences.

Let's Talk Money®

Focuses on life insurance and financial service content. This bimonthly newsletter is a cost-effective communication program to stay in touch and build relationships with clients and prospects. Multiple versions available. FINRA Reviewed.

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Loose Change®

Focuses on basic financial planning concepts. This newsletter is produced bimonthly to help clients and prospects establish a solid foundation of good financial habits. FINRA Reviewed.

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Focuses on accounting, tax, financial and business articles. This monthly newsletter is an effective practice building communication to engage both clients and prospects.

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LTM Client Marketing Tax Planning Guide

Tax Planning Guide 2020

This informative booklet is part of our tax planning series that will help your clients and prospects understand how tax changes affect your personal and business tax situation. Over the past few years, we’ve seen the largest reform to the US tax code in over 30 years. Now is the time to educate your clients and provide tax planning insights and strategies to leverage the new tax legislation in their favor.

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Loose Change Calendar

Loose Change® CALENDAR

This calendar educates your clients and prospects on basic financial planning concepts in a unique, light-hearted way.

Personalized the calendar with your color photo, logo and contact information on every month so you stay top-of-mind all year long.

Matching newsletter available.

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Greeting Cards

Greeting Cards

The holiday season is upon us! Sending a card or a quick note can mean a lot to that special relationship with a client, friend or loved one to let them know you are thinking of them. Keep it simple and stress-free by having us prepare and distribute your greeting cards for you.

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LTM Client Marketing specializes in crafting and distributing effective marketing and communication solutions for financial planning, insurance and accounting professionals.

We have decades of experience in financial services client marketing. Each member of our team ensures that the high-quality, custom products developed and distributed on behalf of our clients not only keeps clients top-of-mind, but propels them to excel in their strategic business objectives.

LTM Client Marketing focuses on highly-effective customized financial service newsletters, greeting cards, calendars, postcards and other targeted marketing products, from concept to compliance, and production to distribution.

State-of-the-art digital presses ensure that newsletters and printed marketing pieces reflect the specific content and professional image our clients covet. The option of distribution directly to USPS, or to clients for self-distribution, adds the final level of turnkey client convenience to our LTM Client Marketing print services.

LTM Client Marketing aligns our extensive financial services marketing experience to your professional aspirations, connecting you with your clients to reinforce and expand upon successful, profitable client relationships.


LTM Client Marketing staff includes a client services team that places customer success as our paramount objective. Product development is supported by a seasoned design and editorial team with decades of financial newsletter experience. Essential to financial planners, we also provide compliance support filing newsletters with FINRA and compliance departments as required. This ensures newsletters are professionally vetted and approved before distribution, for complete peace of mind.

Anthony Penree


Direct: 1-518-870-1081

Toll-free: 1-800-243-5334 ext. 500

Karen Petrucco

Account Manager

Direct: 1-518-870-1082

Toll-free: 1-800-243-5334 ext. 505

Alison Brew

Account Manager

Direct: 1-518-870-1083

Toll-free: 1-800-243-5334 ext. 510


Home Office

LTM Marketing Specialists LLC

45 Prospect Ave

Albany, NY 12206

1 - 800-243-5334